Why should you invest in this smallcase?

The objective of the Megatrends Portfolio would be to endeavor to generate alpha & superior risk adjusted returns for investors over the long term.


PORTFOLIO CHARACTERISTICS


· Benchmark agnostic diversified portfolio


· Fundamental based ideas picked via a bottom-up approach


· Investment universe predominantly within Top 500 companies by market cap


· Select exposure in smaller companies to generate additional alpha


· Diversified portfolio of ~25-30 stocks


· Megatrends: This strategy will focus on stocks within sectors which are in a long-term megatrend. They include FinTech, Music Streaming, Electric Vehicles, Ecommerce, Digital Transformation, Cloud Computing, CDMO/CRAMS, Specialty Chemicals, etc. 


· This smallcase is long-term in nature and it is recommended only for subscribers who have an investment horizon of at least 10 years. Stellar Wealth will always prioritize longevity of healthy returns over short-term high returns.


· We suggest a minimum investment of 5-10 lakhs in this smallcase (lumpsum or over a period) for the fees to make economic sense.


· The focus is to create long-term wealth for subscribers. We will focus a lot on behavioral aspects of investing & focus on process.


· The founder has endured multiple bull & bear markets and has extensive experience of over 15 years in investing in the Indian markets.


· The founder has done extensive dissemination of knowledge in investing. Please visit https://www.thejoysofcompounding.com to learn more.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Stellar Wealth

Past Performance vs 

1mlivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Nov 10, 2021

would be
Stellar Wealth Megatrends Portfolio
₹ 110.12
Equity Mid & Small Cap
₹ 102.19
NovNovNovDecDecDecDec2022202220229698100102104106108110

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns